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John Friedrich Wenz

Investment adviser representative at Global Retirement Partners LLC
16 yearsExperience
13 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Hub International Investment ServicesNov 2025 to now
  2. Global Retirement Partners, LLCMar 2019 to now
  3. LPL Financial, LLCNov 2010 to now
  4. Independent Financial PartnersDec 2010 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002
  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 13 states (CA, CO, DE, FL, IL, MA, MD, NJ, NY, OH, PA, TX, VA).

Global Retirement Partners LLC

$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4486573
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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